Overview

SourceEnergy Wealth Advisors LLC was registered on October 28, 2024, as a financial services firm specializing in estate planning, wealth management, and intergenerational wealth development. The firm partners with SourceEnergy Bank & Trust, SourceEnergy Capital, Rockwealth Investments, Dr. Phillip Bedward, and Attorney Victor Cummings to provide expert financial and legal guidance tailored for families, individuals, businesses, and faith-based organizations.

Mission Statement

Our mission is to empower individuals, families, and communities by providing comprehensive estate planning and wealth advisory services that align with long-term financial security and sustainability. We integrate legal, financial, and strategic wealth-building tools to ensure that wealth is preserved and transferred across generations.

Core Services

SourceEnergy Wealth Advisors specializes in wills, trusts, and estate planning, integrating traditional financial strategies with innovative approaches such as the Wealth Ecology Model. Key services include:

1. Estate Planning & Legal Advisory
   • Trust establishment
   • Will preparation
   • Healthcare proxies & power of attorney
   • Intergenerational wealth transfer strategies
2. Faith-Based & Community Financial Solutions
   • Group trust services for churches & nonprofits
   • Financial sustainability for faith-based organizations
   • Legacy wealth planning for religious institutions
3. Investment & Wealth Management
   • Strategic asset allocation
   • Private wealth advisory
   • Philanthropy and impact investing
4. Innovative Financial Solutions
   • Integration of Source Coin & Blockchain in wealth preservation
   • Digital asset management for estate planning

Partnerships & Collaborations

SourceEnergy Wealth Advisors collaborates with the 12 U.S. Departments and Agencies with Support Centers for Faith-Based and Neighborhood Partnerships to help churches, nonprofits, and community groups navigate financial sustainability and wealth transfer. Through these partnerships, we offer discounted group rate services, making estate planning more accessible to faith communities.

Unique Value Proposition

• 50% Group Rate Discount for churches & nonprofits
• Faith-Based Financial Solutions tailored for religious institutions
• Intergenerational Wealth Development designed for long-term sustainability
• Integration of Digital Assets (e.g., Source Coin) in wealth preservation
• Access to Strategic Funding & Grants for community-driven financial initiatives

Future Goals & Expansion

Looking ahead, SourceEnergy Wealth Advisors aims to:

• Expand financial education programs for communities and faith-based organizations
• Enhance the integration of blockchain and digital assets in estate planning
• Increase partnerships with churches and community organizations to build sustainable financial ecosystems

Conclusion

SourceEnergy Wealth Advisors is committed to creating a lasting financial legacy for individuals, families, and organizations. By combining legal expertise, financial advisory, and innovative wealth strategies, we provide the tools necessary to build, sustain, and transfer wealth across generations.